Big Picture

Video: Oil. Underappreciated, Underinvested and Undervalued

 

Big Picture

Video: Oil. Underappreciated, Underinvested and Undervalued

Video: Oil. Underappreciated, Underinvested and Undervalued

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April 01, 2024

 
 
Apr 2024
 
 

Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.

To learn more, please checkout Jitania's Key Themes for 2024 Big Picture:

 
 

See below for more important disclosures.

 
 
jitania.kandhari_1
Deputy CIO, Solutions & Multi Asset Group

Head of Macro & Thematic Research, Emerging Markets

Portfolio Manager,
Passport Equity
 
 
 
Oil: Unrestrained, Underappreciated and Underinvested
 
While an energy transition is underway, a decline in oil demand is not an immediate concern, a scenario that leads to a compelling outlook for energy equities.
 
 
 

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The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

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